Elite Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Elite Wealth Management’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-292	Closed	-$16K	–	236
2014 Q3	$16K	Hold	292	–	–	0.01%	214
2014 Q2	$18K	Hold	292	–	–	0.02%	187
2014 Q1	$17K	Hold	292	–	–	0.01%	209
2013 Q4	$17K	Hold	292	–	–	0.01%	296
2013 Q3	$16K	Buy	+292	New	+$15.2K	0.01%	268

Other funds holding IJT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Elite Wealth Management's IJT Position: Q4 2014 in Review

Elite Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2014, closing a stake of 292 shares — an estimated $16K sold.

Elite Wealth Management first reported a position in IJT in Q3 2013 and held it in 5 quarters. The position peaked at $18K in Q2 2014. 242 funds tracked by Wall St. Rank hold IJT as of Q4 2014.

Elite Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2014 after selling out during the quarter.
Elite Wealth Management sold 292 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2014, an estimated $16K.
Elite Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2013 and held it in 5 quarters.
Elite Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $18K in Q2 2014.
242 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.